Best Investors Account Sign in

Best financial advisors in Alexis, NC

Registered advisers within 25 miles of Alexis, NC.

Offices
750
Firms
286
Combined AUM
$21.8T
Firm-wide filings, not assets booked only here
Clients
3.42M
3,419,586 clients when Item 5C has a number
Avg / client
$6.39M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ROAN HFH, LP
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
UNITED BROKERAGE SERVICES, INC

Investors

Norman Stephen Perkins
NICHOLAS DAVID ST GEORGE
RICHARD HOWARD LYON
Joshua Roberson
JAMES PIERCE LALOR
CARL RANDY RODGERS
DAVID ROBERT BALOK
RICHARD S REBER
James Nelson Sherrill
James Nelson Sherrill
Amy B Matthews
Michael Wayne Bowen
CHRISTOPHER ALLEN RHYNE
MICHAEL DAVID HOLDENRID
WILLIAM KAYS GARY
Anna Bryn Hale
James Earl Hale
Grace Cassada
William Thomas Payne
Thomas John Fogarty
John Varney Gregory
PAUL E PARKER
Samuel Dyk Hershberger
ROBIN BIDDY RADOVICH
MELISSA ANN SPIVEY

Within 25 miles of Alexis, NC, Best Investors lists 286 registered investment advisory firms with 750 offices nearby, managing about $21.8T in combined regulatory AUM across 3,419,586 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Alexis

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 DIMENSIONAL FUND ADVISORS LP 3 clients · 269 advisers $1.02T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM